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Planview Customer Success Center

Total Forecasts and Actuals

This report shows your project total forecasts and actuals. For example, see a crosstab showing total costs from Financial Entries Forecasts and Actuals along with Staffing Forecasts and Timesheet Actuals, broken out by project priority and summarized by project category:

Labor and Non-Labor.png

Design View Selection Comments

Topic: Project

Type: Crosstab

Title: <enter a meaningful title>




Top Axis: Whichever fields (up to 10) would be of value for breaking up the cost data, such as by Priority, Business Objective, and so on.

Left Axis: Whichever fields (up to 10) would be of value for organizing projects, such as by Category, Type, Title, and so on.

Values: Whichever fields (up to 10) would be of value for representing costs (and/or revenue) and how you would like them broken out, such as Total Forecast Entries, Total Actuals Entries, Demand Cost (Staffing), Total Labor Actuals (a calculated field [Project].[Total Actual Cost]-[Project].[Total Actuals Entries]), and so on.

Note: As of July 2020, the reports beta does not yet have all of the available "To Date" or financial fields. However, if you are missing any, you can create a calculated field as needed such as for the Total Labor Actuals represented in this example. Additional financial fields will become available later in the beta as well as from the new Financial Summary beta feature.

If you would like change the Display Name for one or more of the field titles within the Crosstab columns or rows, click the Edit icon for the appropriate Data field bucket and update in the resulting modal pop-up:

Screen Shot 2020-07-19 at 3.52.26 PM.png


Select desired options within the Display tab, such as row and column subtotals and grand totals.

Variable Settings

Scope: Organization, Portfolio

Filters: optionally include project filters


Selecting the Organization and Portfolio Scopes will cause this report to be available on the Organization Report and Portfolio Report grids so it can be run per the organization or portfolio, respectively.

As needed, you can also include Project Filters.

If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.